-72.2%
OPEN vs GRMN
+224.8%
-297.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -1.0% | -1.1% |
| 7D | -2.9% | -1.4% | -1.5% | -1.7% |
| 30D | -13.8% | -13.1% | -0.7% | -2.2% |
| 3M | -30.9% | +14.9% | -45.8% | -41.6% |
| 6M | -40.9% | +13.1% | -54.1% | -49.6% |
| YTD | -48.5% | +35.3% | -83.8% | -63.6% |
| 1Y | -50.9% | +16.0% | -66.9% | -59.7% |
| 3Y | -20.6% | +179.6% | -200.2% | -80.6% |
| 5Y | -84.2% | +75.0% | -159.2% | -94.5% |
| All | -72.2% | +224.8% | -297.0% | -93.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded GRMN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling